Quilter

Industry Voice: How to avoid pension wealth mistakes when your client dies

Investment

Industry Voice: How to avoid pension wealth mistakes when your client dies

Making sure that a plan is in place to cascade pension wealth will mean that money is available at the right time for the right person when the time arises.

clock 01 September 2021 • 3 min read
Industry Voice: How to cascade wealth with 'reluctant giver' family members

Adviser tips

Industry Voice: How to cascade wealth with 'reluctant giver' family members

A regular gifting plan is not for everyone, yet it is still possible to build an intergenerational transfer plan. The right approach can cascade their wealth so that it remains invested.

clock 02 August 2021 • 4 min read

Your profession

Financial advisers adapt to a post-pandemic world

Back to normal?

clock 27 July 2021 • 4 min read

Regulation

Only one in 700 scams results in a fraud conviction

Convictions have slumped to their lowest level since 2007

clock 26 July 2021 • 2 min read

Adviser tips

Industry Voice: 4 ways to demonstrate the value of a gifting strategy to a family

The intergenerational wealth transfer opportunity is there for advisers that are willing to engage with both existing clients and their wider families.

clock 26 July 2021 • 4 min read

Retirement

Controversial NI hike delayed - where next for social care?

Reports govt will break manifesto pledge to fund reform plans

clock 21 July 2021 • 5 min read

Estate planning

Govt sets out LPA reform plans to simplify process

12-week consulation

clock 20 July 2021 • 3 min read

Adviser tips

Industry Voice: Identifying the right households to speak to about gifting

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

clock 19 July 2021 • 4 min read

Investment

Lifetime ISA exit charges more than triple during lockdown

FOI request

clock 12 July 2021 • 2 min read

People

Quilter hires head of inclusion and wellbeing

Replaces Kate Richardson

clock 17 June 2021 • 1 min read